AUMdb

Vance, Llc 401(k) Plan

Sponsored by Vance, Llc · EIN 832841150 · Plan #001

Total assets
$658K
Net assets
$658K
Active participants
172
With balances
184

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Leading Retirement Solutions Recordkeeping $5,986